Cat Rock Capital Management LP Trims Position in Blue Owl Capital Inc. $OWL

Cat Rock Capital Management LP trimmed its position in Blue Owl Capital Inc. (NYSE:OWL) by 15.2% during the 3rd quarter, HoldingsChannel reports. The firm owned 1,212,746 shares of the company’s stock after selling 217,800 shares during the period. Blue Owl Capital comprises about 2.5% of Cat Rock Capital Management LP’s investment portfolio, making the stock its 14th biggest position. Cat Rock Capital Management LP’s holdings in Blue Owl Capital were worth $20,532,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Parkside Financial Bank & Trust increased its position in shares of Blue Owl Capital by 117.0% during the 3rd quarter. Parkside Financial Bank & Trust now owns 1,608 shares of the company’s stock valued at $27,000 after purchasing an additional 867 shares during the last quarter. Activest Wealth Management purchased a new position in shares of Blue Owl Capital in the third quarter worth approximately $50,000. Headlands Technologies LLC purchased a new position in shares of Blue Owl Capital in the second quarter worth approximately $51,000. BI Asset Management Fondsmaeglerselskab A S grew its position in Blue Owl Capital by 26.0% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 4,970 shares of the company’s stock valued at $84,000 after buying an additional 1,027 shares during the period. Finally, Bessemer Group Inc. increased its holdings in Blue Owl Capital by 20.3% during the third quarter. Bessemer Group Inc. now owns 4,967 shares of the company’s stock valued at $84,000 after buying an additional 838 shares during the last quarter. 35.85% of the stock is currently owned by institutional investors.

Blue Owl Capital News Summary

Here are the key news stories impacting Blue Owl Capital this week:

• Positive Sentiment: Management said a recent loan sale had “no hidden incentives,” a direct rebuttal to valuation‑concern headlines and a likely short‑term relief to investors worried about accounting or incentive distortions. Blue Owl tells investors loan sale had no hidden incentives – report
• Positive Sentiment: Blue Owl rejected an unsolicited tender offer for up to 8M shares of one of its listed units, citing a valuation discount — management signaling it views the business as worth more than the bid, which can reassure shareholders about long‑term NAV/strategic posture. Blue Owl (OWL) Refuses Tender Offer, Citing Valuation Discount
• Positive Sentiment: Blue Owl is actively financing AI and digital‑infrastructure projects (writing loans and structuring deals), which could drive fee and interest income growth if those markets scale—an offset to short‑term valuation worries. Blue Owl keeps chasing AI infrastructure deals and is writing the loans to back them
• Neutral Sentiment: Analyst commentary weighs tradeoffs: OWL trades at mid‑single digit forward earnings with a modest dividend, prompting a sell/hold debate driven by redemption risk, fee visibility and deployment timing rather than a clear valuation breakout. Should You Sell OWL Stock at 9.24X Earnings and a 22.5-Cent Dividend?
• Negative Sentiment: The FT reported that an investment fund (Glendon) has questioned valuations in Blue Owl’s private‑credit portfolio—this is the main driver of negative sentiment because it raises questions about liquidity, markdowns and future fee recognition. Investment fund questions valuations in Blue Owl’s private credit portfolio
• Negative Sentiment: Follow‑on coverage amplifies concerns about private‑credit valuation and liquidity, and analyst pieces note fee timing and borrower‑quality risks that have contributed to OWL’s recent share slump. Blue Owl Capital (OWL) Valuation Check As Private Credit Concerns And Share Price Declines Draw Investor Focus

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. UBS Group decreased their price target on shares of Blue Owl Capital from $16.50 to $12.00 and set a “neutral” rating on the stock in a research report on Friday, February 20th. The Goldman Sachs Group reduced their price objective on Blue Owl Capital from $16.25 to $14.00 and set a “neutral” rating for the company in a research note on Friday, February 6th. Citigroup reaffirmed an “outperform” rating on shares of Blue Owl Capital in a report on Tuesday, January 27th. Weiss Ratings reissued a “hold (c)” rating on shares of Blue Owl Capital in a report on Wednesday, January 21st. Finally, Raymond James Financial restated a “strong-buy” rating on shares of Blue Owl Capital in a research report on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Blue Owl Capital currently has an average rating of “Moderate Buy” and an average target price of $18.00.

Blue Owl Capital Price Performance

Shares of OWL stock opened at $8.76 on Friday. Blue Owl Capital Inc. has a one year low of $8.58 and a one year high of $21.88. The company’s fifty day moving average price is $12.83 and its 200-day moving average price is $15.10. The company has a market capitalization of $13.61 billion, a price-to-earnings ratio of 87.56, a PEG ratio of 0.77 and a beta of 1.15.

Blue Owl Capital (NYSE:OWL) last issued its earnings results on Thursday, February 5th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.05. Blue Owl Capital had a net margin of 2.75% and a return on equity of 20.93%. The company had revenue of $701.47 million during the quarter, compared to the consensus estimate of $712.75 million. Equities research analysts expect that Blue Owl Capital Inc. will post 0.92 earnings per share for the current fiscal year.

Blue Owl Capital Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Friday, February 20th were paid a $0.225 dividend. The ex-dividend date of this dividend was Friday, February 20th. This represents a $0.90 dividend on an annualized basis and a dividend yield of 10.3%. Blue Owl Capital’s dividend payout ratio is 900.00%.

Blue Owl Capital Profile

Blue Owl Capital is a global alternative asset manager that focuses on private credit, direct lending and equity-related strategies for institutional investors. Headquartered in New York, the firm develops and manages a range of private markets products designed to provide capital solutions to middle-market and larger corporate borrowers, as well as liquidity and partnership arrangements with private equity firms and other alternative managers.

Its core activities include direct lending and credit strategies that provide senior, unitranche and other structured loan products to companies across industries.